See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,629 | $93,571-8.5% | $135,903-37.0% | $75,163+13.9% |
| Participation rate | 82.9% | 75.2%+7.7pp | 81.9%+1.0pp | 67.2%+15.7pp |
| Annual return | 46.68% | 30.90%+15.8pp | 68.23%-21.5pp | 160.62%-113.9pp |
| Employer contribution / active EE | $5,372 | $3,537+51.9% | $4,856+10.6% | $2,670+101.2% |
| Participant deferral / active EE | $11,628 | $6,404+81.6% | $7,758+49.9% | $4,125+181.9% |
| Admin fee / account holder | $6,102 | $6,975-12.5% | $10,762-43.3% | $5,651+8.0% |